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Institutional investment manager
PINNACLE ASSOCIATES LTD
CIK 0000743127
- Reported holdings value
- $8.92B
- Reported positions
- 956
- Report as of
- 2026-09-30
- Filed on
- 2026-10-20
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 1,653,904 | $437.85M | 4.91% | -3,008 | -0.18% | Reduced |
| AAPL APPLE INC 037833100 | COM Share · SH | 1,203,737 | $400.87M | 4.49% | -8,970 | -0.74% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 443,121 | $227.28M | 2.55% | +7,427 | +1.70% | Increased |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 944,480 | $215.7M | 2.42% | -10,223 | -1.07% | Reduced |
| MU MICRON TECHNOLOGY INC 595112103 | COM Share · SH | 192,994 | $205.56M | 2.30% | -24,576 | -11.30% | Reduced |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 224,133 | $162.54M | 1.82% | +20,297 | +9.96% | Increased |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 443,809 | $155.86M | 1.75% | -7,698 | -1.70% | Reduced |
| QQQ INVESCO QQQ TR 46090E103 | UNIT SER 1 Share · SH | 197,863 | $146.37M | 1.64% | -365 | -0.18% | Reduced |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 188,709 | $143.92M | 1.61% | -2,400 | -1.26% | Reduced |
| VTI VANGUARD INDEX FDS 922908769 | MRNGSTR TTL STK Share · SH | 377,148 | $141.14M | 1.58% | — | — | Newly reported |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 552,340 | $137.62M | 1.54% | +7,130 | +1.31% | Increased |
| VB VANGUARD INDEX FDS 922908751 | MRNGSTR SML CAP Share · SH | 469,034 | $133.44M | 1.50% | — | — | Newly reported |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 396,243 | $131.09M | 1.47% | -17,711 | -4.28% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 348,505 | $119.91M | 1.34% | +7,204 | +2.11% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 340,239 | $115.93M | 1.30% | -64 | -0.02% | Reduced |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 143,389 | $109.81M | 1.23% | +929 | +0.65% | Increased |
| QUAL ISHARES TR 46432F339 | MSCI USA QLT FCT Share · SH | 426,816 | $94.86M | 1.06% | -7,311 | -1.68% | Reduced |
| VEU VANGUARD INTL EQUITY INDEX F 922042775 | ALLWRLD EX US Share · SH | 1,090,714 | $90.5M | 1.01% | +9,609 | +0.89% | Increased |
| VYM VANGUARD WHITEHALL FDS 921946406 | HIGH DIV YLD Share · SH | 559,099 | $86.77M | 0.97% | +2,614 | +0.47% | Increased |
| CAT CATERPILLAR INC 149123101 | COM Share · SH | 103,212 | $83.68M | 0.94% | -6,854 | -6.23% | Reduced |
| MS MORGAN STANLEY 617446448 | COM NEW Share · SH | 444,711 | $83.64M | 0.94% | -2,698 | -0.60% | Reduced |
| LRCX LAM RESEARCH CORP 512807306 | COM NEW Share · SH | 251,376 | $82.58M | 0.93% | -4,280 | -1.67% | Reduced |
| CSCO CISCO SYS INC 17275R102 | COM Share · SH | 696,388 | $74.95M | 0.84% | -8,346 | -1.18% | Reduced |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 63,439 | $73.4M | 0.82% | +1,396 | +2.25% | Increased |
| MRK MERCK & CO INC 58933Y105 | COM Share · SH | 481,066 | $69.9M | 0.78% | -5,709 | -1.17% | Reduced |
| COHR COHERENT CORP 19247G107 | COM Share · SH | 232,739 | $66.98M | 0.75% | -17,170 | -6.87% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 175,835 | $63.18M | 0.71% | -1,383 | -0.78% | Reduced |
| REGN REGENERON PHARMACEUTICALS 75886F107 | COM Share · SH | 81,285 | $61.64M | 0.69% | +38 | +0.05% | Increased |
| VGT VANGUARD WORLD FD 92204A702 | INF TECH ETF Share · SH | 446,428 | $56.1M | 0.63% | -3,263 | -0.73% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 106,140 | $52.85M | 0.59% | -648 | -0.61% | Reduced |
| ETN EATON CORP PLC G29183103 | SHS Share · SH | 122,542 | $52.66M | 0.59% | -2,336 | -1.87% | Reduced |
| LITE LUMENTUM HLDGS INC 55024U109 | COM Share · SH | 54,132 | $52.58M | 0.59% | +2,440 | +4.72% | Increased |
| SCHD SCHWAB STRATEGIC TR 808524797 | US DIVIDEND EQ Share · SH | 1,566,898 | $50.97M | 0.57% | +39,789 | +2.61% | Increased |
| WMT WALMART INC 931142103 | COM Share · SH | 473,934 | $49.25M | 0.55% | -9,848 | -2.04% | Reduced |
| AXP AMERICAN EXPRESS CO 025816109 | COM Share · SH | 159,352 | $48.46M | 0.54% | -2,308 | -1.43% | Reduced |
| ABBV ABBVIE INC 00287Y109 | COM Share · SH | 184,831 | $48.35M | 0.54% | -1,735 | -0.93% | Reduced |
| BAC BANK OF AMER CORP 060505104 | COM Share · SH | 862,311 | $46.94M | 0.53% | -14,990 | -1.71% | Reduced |
| BE BLOOM ENERGY CORP 093712107 | COM CL A Share · SH | 168,039 | $46.54M | 0.52% | -7,267 | -4.15% | Reduced |
| HD HOME DEPOT INC 437076102 | COM Share · SH | 154,719 | $44.02M | 0.49% | -685 | -0.44% | Reduced |
| GLNG GOLAR LNG LTD G9456A100 | SHS Share · SH | 915,619 | $43.51M | 0.49% | +20,131 | +2.25% | Increased |
| RCL ROYAL CARIBBEAN GROUP V7780T103 | COM Share · SH | 160,952 | $42.79M | 0.48% | +8,948 | +5.89% | Increased |
| C CITIGROUP INC 172967424 | COM NEW Share · SH | 323,837 | $41.93M | 0.47% | -8,275 | -2.49% | Reduced |
| RTX RTX CORPORATION 75513E101 | COM Share · SH | 225,563 | $41.88M | 0.47% | -2,611 | -1.14% | Reduced |
| BLK BLACKROCK INC 09290D101 | COM Share · SH | 39,409 | $41.71M | 0.47% | -1,068 | -2.64% | Reduced |
| JEPI J P MORGAN EXCHANGE TRADED F 46641Q332 | EQUITY PREMIUM Share · SH | 731,398 | $41.12M | 0.46% | +2,661 | +0.37% | Increased |
| QRVO QORVO INC 74736K101 | COM Share · SH | 354,033 | $40.53M | 0.45% | +12,433 | +3.64% | Increased |
| G5784H106 MANCHESTER UTD PLC NEW G5784H106 | ORD CL A Share · SH | 1,925,251 | $40.33M | 0.45% | +473,102 | +32.58% | Increased |
| XOM EXXONMOBIL HOLDINGS CORP 30233Q108 | COM SHS Share · SH | 246,362 | $40.1M | 0.45% | — | — | Newly reported |
| VICR VICOR CORP 925815102 | COM Share · SH | 137,585 | $39.75M | 0.45% | +7,093 | +5.44% | Increased |
| GLW CORNING INC 219350105 | COM Share · SH | 257,751 | $39.63M | 0.44% | -2,196 | -0.84% | Reduced |
1–50 of 1,035 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-20. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.